When you see this technology, we’re confident it will be love at first sight. With the combination of our exclusive software, technology partnerships and access to market research, you will have all of the most effective products in the market to run your business. You might even feel some butterflies in your stomach.

Technology

Exclusive Technology Platform

Having our technology at your fingertips makes all the difference, and you can’t get this ONE anywhere else. BerthelONE is our exclusive proprietary software that provides everything you need to run your practice from anywhere at anytime. This paperless workflow platform provides client-relationship management tools, email, service centers, product intelligence reports, forms and a commission center. When you combine BerthelONE with our leading-edge clearing execution products and integrated productivity tools, your profitability will increase.

Trading and Account Platform

We’re always working to provide you the very best resources so you can boost your profits and meet all of your clients’ needs. With Wealthscape® – the Fidelity Clearing & Custody Solutions account and trading platform, you can manage your business with a convenient end-investor portal. By focusing on managing risk and enhancing productivity, Wealthscape is one platform you won’t want to be without.

Retirement Income Planning

The Fidelity Retirement Income Evaluator® paired with Wealthscape provides you detailed retirement budgets that will improve your client’s experience. Our software tools will save you time by helping to create accurate and detailed retirement income plans through a streamlined process where you are able to capture comprehensive data on expenses, income sources and assets.